Investment Allocation Survey

The following questionnaire provides a simplified approach to determining your donor profile so that you may recommend an investment allocation strategy for your donor-advised account.

A. Your Time Horizon

How long do you plan to maintain your account and at what rate will you be contributing to and recommending grants from it? The longer your time horizon, the more time you have to weather the inevitable ups and downs of the market.

B. Your Risk Tolerance

How do you feel about risk as it relates to your philanthropic goals? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It is important that the investments fit within your level of tolerance for this risk.